Lisa Carvelli
CVS Health/Aetna
Beaver Falls,PA
8
years of professional experience
Results-driven Sr. Tax Analyst experienced in tax return preparation, compliance, and research. Achieved accurate filing and optimized client outcomes through effective communication and strategic tax planning. Focused on delivering value through meticulous time management and proactive problem-solving.
Work History
Sr. Tax Analyst
1 Year 7 Months- Enhanced tax compliance by accurately preparing and filing federal, state, and local tax returns for businesses and individuals.
- Return prep was done both in office and virtually. I also did reviews for TPR clients.
- Conducted comprehensive tax research to ensure compliance with federal and state regulations.
- Provided expert guidance on tax planning strategies to optimize client outcomes and help them prepare for the future.
- In office training of new staff on systems and tax laws.
Sr. Analyst, Network Relations
7 Years 7 Months- Nurtured strong working relationships with providers, ensuring their needs were met while exceeding expectations on deliverables.
- Responsible for the participating providers in 9 counties in Northwestern PA.
- Educated the providers on new and existing policies and procedures.
- Assisted providers with system issues that resulted in claims issues.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Education
Bachelor of Science - Accounting
Skills
Tax Return Preparation
Tax compliance
State and local taxation
Tax planning strategies
Tax research
Critical thinking
Time management capabilities
Strong communication skills
Timeline
Sr. Tax Analyst
H and R Block
01.2025 - CurrentRead More
Sr. Analyst, Network Relations
CVS Health/Aetna
01.2019 - CurrentRead More
Robert Morris University
Bachelor of Science from Accounting
Read More